|
|
|
|
|
|
|
10.12.25 - 00:36
|
China, Hong Kong stocks set to gain nearly 20% in 2026, JPMorgan says (SCMP)
|
|
|
China and Hong Kong stocks could deliver nearly 20 per cent gains in 2026, supported by resilient global growth, improving earnings and easing competition among e-commerce giants, according to JPMorgan.
The bank expected the MSCI China Index to rebound further as valuations normalised and Beijing's push to curb excess capacity boosted profitability across key sectors, said Wendy Liu, chief China equity strategist at JPMorgan.
“Earnings are giving us confidence,” Liu said during a media briefing......
|
|
|
|
|
|
|
09.12.25 - 12:03
|
China: Droht neue Deflation? Datenflut im Fokus der Märkte (Anleihencheck)
|
|
|
Bonn (www.anleihencheck.de) - China wird diese Woche die Daten zu Inflation, Einzelhandelsumsätzen, Industrieproduktion und Investitionen in Sachanlagen für November veröffentlichen, so die Analysten von Postbank Research.
Diese Makrodaten dürften eine Wachstumsverlangsamung der chinesischen Wirtschaft im 4. [mehr]...
|
|
|
|
|
|
|
|
|
|
|
|
|
09.12.25 - 04:54
|
Wu on Tech: Can Chinese Stocks Compete With Mag Seven? (Bloomberg)
|
|
|
Pepperstone Research Analyst Dilin Wu speaks to Bloomberg TV about the growth potential in Chinese equities. She appears on Insight With Haslinda Amin after US President Donald Trump gave his nod to Nvidia selling their H200 AI chips in China.
(Source: Bloomberg)...
|
|
|
09.12.25 - 03:30
|
Hong Kong stocks extend losses amid rate-cut caution, muted China policy outlook (SCMP)
|
|
|
Hong Kong stocks extended their losing run for a fourth day on Tuesday, tracking Wall Street's overnight pullback, as traders priced in an interest-rate cut but grew uneasy about the pace of reductions expected next year. Economists at global banks suggested sentiment was further dampened by “a lack of urgency” in the latest China Politburo readout.
The Hang Seng Index lost 0.4 per cent to 25,662.58 at 10am local time, adding to the 1.2 per cent loss recorded the previous day. The Hang Seng Tech......
|
|
|
09.12.25 - 02:24
|
Rally May Stall For China Stock Market (AFX)
|
|
|
BEIJING (dpa-AFX) - The China stock market has moved higher in back-to-back sessions, advancing almost 50 points or 1.3 percent along the way. The Shanghai Composite Index now sits just above the ......
|
|
|
09.12.25 - 00:03
|
Nvidia KI-Chip-H200: Donald Trump will Export nach China erlauben (Spiegel)
|
|
|
Im Wettstreit um KI-Halbleiter hat US-Präsident Donald Trump dem Hersteller Nvidia genehmigt, den KI-Chip H200 nach China zu exportieren. Insidern zufolge ist diese Lösung ein Kompromiss - und dennoch gefährlich... --- Trump sagte weiter, er habe den chinesischen Präsidenten Xi Jinping informiert. Xi habe »positiv reagiert.« Teil des Abkommens mit Nvidia scheint auch erneut eine finanzielle Beteiligung der Regierung zu sein: »25 Prozent gehen an die Vereinigten Staaten«, so Trump...
|
|
|
|
|
08.12.25 - 03:18
|
Hong Kong stocks retreat as investors await China policy cues on tech, property (SCMP)
|
|
|
Hong Kong stocks slipped on Monday, snapping a two-day rebound, as investors stayed cautious and awaited clearer policy direction ahead of China's Central Economic Work Conference later this month.
The Hang Seng Index lost 0.4 per cent to 25,982.30 as of 9.50am local time, after swinging between gains and losses. The Hang Seng Tech Index rose 0.2 per cent. On the mainland, the CSI 300 Index gained 0.4 per cent and the Shanghai Composite Index strengthened 0.2 per cent.
Blind-box toymaker Pop......
|
|
|
|
|
|
|
05.12.25 - 09:09
|
Aktien Asien: Japanischer Markt schwächelt (DPA-AFX)
|
|
|
TOKIO/SHANGHAI/HONGKONG/SYDNEY (dpa-AFX) - Die wichtigsten asiatischen Aktienmärkte haben am Freitag mit Ausnahme Japans zugelegt. Dort gab der Markt nach den Gewinnen der Vortage nach.Die Marktstrategen der Deutschen Bank begründeten ......
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
